Nicole, a senior financial associate, focuses on managing client relationships, creating and updating financial plans, coordinating financial reviews, and organizing client education and appreciation events. She strives to make the financial planning process friendlier and and makes sure there is follow-through for clients.
Nicole has more than 14 years of experience in the financial services industry, having started her operations career at Morgan Stanley in 2004. She spent three years as a registered client service associate, five years as a compliance officer with the firm, and five years as manager of a large team.
In January 2019, Nicole joined Truman Wealth Management at RBC, creating a team devoted to helping clients develop comprehensive financial plans and providing clients with educational events focused on changes in estate, tax and health care laws, as well as market updates.
Nicole studied exercise science at American Public University. She is passionate about fitness and also enjoys skiing, backpacking, gardening and cooking. Nicole volunteers as a coach for Girls On The Run in Montgomery County and participates in other activities that help educate children and young adults about nutrition and fitness.